IDEX
458 hedge funds and large institutions have $12.3B invested in IDEX in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 151 increasing their positions, 164 reducing their positions, and 38 closing their positions.
92% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 38
8% more funds holding
Funds holding: 425 → 458 (+33)
1.96% more ownership
Funds ownership: 96.87% → 98.83% (+2%)
10% more call options, than puts
Call options by funds: $15.2M | Put options by funds: $13.9M
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less capital invested
Capital invested by funds: $12.6B → $12.3B (-$334M)
8% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 164
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$187M |
| 2 |
State Street
Boston,
Massachusetts
|
+$96.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$94.9M |
| 4 |
Millennium Management
New York
|
+$87.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$71.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$297M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$154M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$68M |
| 4 |
Bank of New York Mellon
New York
|
-$43.6M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$29.2M |
IEX Hedge Fund Activity: Q3 2019 in Review
458 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in IDEX (IEX) for Q3 2019, worth a combined $12.3B — down 2.6% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new IEX positions and 38 closed out — a net gain of 35 holders — while 151 added to existing stakes and 164 trimmed.
The largest buyer was Vanguard Group, adding an estimated $187M. The largest seller was BlackRock, cutting an estimated $297M.
- 458 institutional investors held IDEX (IEX) as of Q3 2019, up from 425 in Q2 2019.
- Funds reported $12.3B of IDEX stock for Q3 2019, down 2.6% quarter-over-quarter.
- 73 funds opened new IDEX positions in Q3 2019 and 38 closed out, a net change of +35 holders.
- The largest IDEX buyer in Q3 2019 was Vanguard Group, an estimated $187M added.
- The largest IDEX seller in Q3 2019 was BlackRock, an estimated $297M sold.
Based on aggregated 13F filings for Q3 2019.